TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.94M
3
+$3.53M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.37M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.12M

Top Sells

1
+$5.03M
2
+$4.79M
3
+$4.25M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$4.1M
5
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$2.77M

Sector Composition

1 Financials 4.43%
2 Technology 4.08%
3 Healthcare 2.68%
4 Consumer Discretionary 2.47%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$8K ﹤0.01%
36
+1
927
$8K ﹤0.01%
+5,000
928
$8K ﹤0.01%
340
+17
929
$8K ﹤0.01%
443
930
$7K ﹤0.01%
20
-1
931
$7K ﹤0.01%
115
+21
932
$7K ﹤0.01%
266
+1
933
$7K ﹤0.01%
250
934
$7K ﹤0.01%
+547
935
$7K ﹤0.01%
220
936
$7K ﹤0.01%
105
937
$7K ﹤0.01%
492
-384
938
$7K ﹤0.01%
93
+6
939
$7K ﹤0.01%
14,300
940
$7K ﹤0.01%
160
941
$7K ﹤0.01%
224
942
$7K ﹤0.01%
116
+56
943
$7K ﹤0.01%
27
+2
944
$7K ﹤0.01%
250
+50
945
$7K ﹤0.01%
186
946
$7K ﹤0.01%
160
947
$7K ﹤0.01%
38
+1
948
$7K ﹤0.01%
288
949
$7K ﹤0.01%
100
950
$7K ﹤0.01%
126
+1
36 37
38
39 40